+22.6%
CRCL vs WMB
+27.3%
-4.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.3% | -1.1% |
| 7D | +17.1% | +0.6% | +16.5% | +17.0% |
| 30D | +61.3% | +3.3% | +58.0% | +60.3% |
| 3M | +12.7% | +3.1% | +9.6% | +11.1% |
| 6M | -3.1% | -0.7% | -2.4% | -3.6% |
| YTD | +28.7% | +25.2% | +3.5% | +15.1% |
| 1Y | -13.1% | +32.9% | -46.0% | -25.6% |
| All | +22.6% | +27.3% | -4.7% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling